Alison Gould

@Persium Advisors, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$101.468M

Total holdings58

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Persium Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Persium Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 101.468M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Alison Gould, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMZNAmazon Com Inc Recent Activity New Position	0.79%	$793,314 3,616 shares@ $219.39 avg price	New Position
DELLDell Technologies Inc Cl C Recent Activity New Position	0.74%	$746,409 6,477 shares@ $115.24 avg price	New Position
IWFIshares Russell 1000 Growth Etf Recent Activity New Position	0.74%	$741,317 1,846 shares@ $401.59 avg price	New Position
CSCOCisco Sys Inc Recent Activity New Position	0.73%	$735,974 12,432 shares@ $59.2 avg price	New Position
INTCIntel Corp Com Recent Activity New Position	0.68%	$688,056 34,317 shares@ $20.06 avg price	New Position
ABTAbbott Labs Com Recent Activity New Position	0.68%	$687,822 6,081 shares@ $113.12 avg price	New Position
METMetlife Inc Com Recent Activity New Position	0.68%	$686,318 8,382 shares@ $81.88 avg price	New Position
IBMIntl Business Machines Recent Activity New Position	0.67%	$678,835 3,088 shares@ $219.83 avg price	New Position
WMTWalmart Inc Com Recent Activity New Position	0.67%	$678,709 7,512 shares@ $90.35 avg price	New Position
HONHoneywell Intl Inc Recent Activity New Position	0.65%	$655,307 2,901 shares@ $225.9 avg price	New Position